#1Invista Advisors
MCDONALD FINANCIAL SERVICES, LLC
Based in Montgomery, AL
Retirement Plan Advisors in Montgomery, AL
The top-ranked retirement plan advisors serving Montgomery, AL are Invista Advisors, Jackson Thornton Wealth Management, LLC and Marble Wealth, LLC. We list 3 retirement plan advisors serving Montgomery, AL. 3 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Montgomery, AL (Montgomery County). 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Montgomery
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Invista Advisors | SEC-registered investment adviser (CRD)#282899 | Montgomery, AL | (334) 387-0094 |
| 2 | Jackson Thornton Wealth Management, LLC | SEC-registered investment adviser (CRD)#116091 | Montgomery, AL | (334) 834-7660 |
| 3 | Marble Wealth, LLC | SEC-registered investment adviser (CRD)#335291 | Montgomery, AL | (334) 679-4800 |
#2Jackson Thornton Wealth Management, LLC
JACKSON THORNTON WEALTH MANAGEMENT, LLCBased in Montgomery, AL#3Marble Wealth, LLC
MARBLE WEALTH, LLCBased in Montgomery, AL
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Frequently asked questions
How many retirement plan advisors serve Montgomery?
We list 3 retirement plan advisors serving Montgomery, AL: 3 based there and 0 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Montgomery?
The top-ranked retirement plan advisors serving Montgomery, AL are Invista Advisors, Jackson Thornton Wealth Management, LLC and Marble Wealth, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Montgomery are verified against official records?
3 of the top 3 match an active official record: Invista Advisors (U.S. Securities and Exchange Commission), Jackson Thornton Wealth Management, LLC (U.S. Securities and Exchange Commission) and Marble Wealth, LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .